Robert Joel Jones
Investment adviser representative at Investor Advisory Group
12 yearsExperience
2 statesRegistered in
$172.1MFirm assets
12 yearsFirm in business
Are you Robert Joel Jones? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
12 years in the industry.
- Investor Advisory Group, LLCDec 2015 to now
- Myers Park Presbyterian ChurchJun 2014 to Jun 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2013
- Series 65 · Uniform Investment Adviser Law2016
State registrations
Registered as an investment adviser representative in 2 states (NC, TX).
Investor Advisory Group
Legal name: Investor Advisory Group, LLC
$172.1MAssets managed
184Clients
4Advisers
12 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6238384
- Firm CRD
- 106837